Forum Private Client Group LLC J P Morgan Exchange Traded Fd Transaction History
Forum Private Client Group LLC
- $259 Billion
- Q2 2025
A detailed history of Forum Private Client Group LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Forum Private Client Group LLC holds 595,658 shares of JCPB stock, worth $28.3 Million. This represents 10.8% of its overall portfolio holdings.
Number of Shares
595,658
Previous 567,356
4.99%
Holding current value
$28.3 Million
Previous $26.7 Billion
5.03%
% of portfolio
10.8%
Previous 11.58%
Shares
9 transactions
Others Institutions Holding JCPB
# of Institutions
396Shares Held
131MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.06MShares$382 Million0.03% of portfolio
-
Hb Wealth Management, LLC7.77MShares$368 Million2.98% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.77MShares$179 Million0.06% of portfolio
-
Jpmorgan Chase & CO New York, NY3.48MShares$165 Million0.01% of portfolio
-
Legacy Wealth Management, Inc3.31MShares$157 Million9.71% of portfolio